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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

322 hedge funds and large institutions have $871M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
4.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
101
Reduced
137
Closed
18
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
-$1.37M

Top Buyers

1
MWM
Meridian Wealth Management
Kentucky
+$4.27M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.84M
3
Goldman Sachs
Goldman Sachs
New York
+$1.84M
4
FTUS
Flow Traders U.S.
New York
+$1.82M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.47M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$17.1M
2
CICC
Capital Investment Counsel (Colorado)
Colorado
-$7.44M
3
Bank of America
Bank of America
North Carolina
-$6.79M
4
UCFA
United Capital Financial Advisors
Texas
-$5.23M
5
AssetMark Inc
AssetMark Inc
California
-$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
301
Northwest Capital Management
Oregon
$8.32K – – –
PSB
302
Piscataqua Savings Bank
New Hampshire
$8.03K – – –
CAS
303
Coppell Advisory Solutions
Texas
$7.6K +$7.6K +244 New
EAM
304
Eukles Asset Management
Ohio
$7.29K – – –
CPA
305
Clear Point Advisors
New York
$6.93K +$62 +2 +0.9%
TWP
306
Triad Wealth Partners
Kansas
$6.23K +$6.23K +200 New
CAL
307
Capital Advisors Ltd
Ohio
$6K – – –
NSIM
308
North Star Investment Management
Illinois
$5.3K – – –
CFD
309
Creative Financial Designs
Indiana
$4.61K +$1.22K +39 +36%
EW
310
Element Wealth
Mississippi
$4.3K +$4.3K +138 New
JWA
311
JFS Wealth Advisors
Pennsylvania
$3.98K +$31 +1 +0.8%
RI
312
Ridgewood Investments
New Jersey
$3.55K +$3.55K +114 New
RFG
313
REAP Financial Group
Texas
$3.05K – – –
FFA
314
Farther Finance Advisors
California
$2.66K -$80.1K -2,590 -97%
SIC
315
Salem Investment Counselors
North Carolina
$2.34K – – –
RIL
316
Rothschild Investment LLC
Illinois
$2.27K +$2.27K +73 New
BCWM
317
Bartlett & Co Wealth Management
Ohio
$1.37K – – –
SAM
318
Smartleaf Asset Management
Massachusetts
$1.33K +$31 +1 +2%
NL
319
NVWM LLC
Pennsylvania
$1.31K – – –
CT
320
Clearstead Trust
Maine
$654 – – –
RWA
321
Redmont Wealth Advisors
Illinois
$530 +$530 +17 New
PCWA
322
Pacific Capital Wealth Advisors
California
$249 +$249 +8 New
EWM
323
EPG Wealth Management
Georgia
$93 -$98 -3 Closed
TRCT
324
Tower Research Capital (TRC)
New York
$62 -$22.7K -732 -100%
AIM
325
Alhambra Investment Management
Florida
– -$2.2M -67,341 Closed
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